RH (RH)

• Market cap: $2.92B
• 1 day: -3.31%
• 5 days: -7.99%
• 1 month: -35.67%
• 3 months: -65.72%
• 6 months: -55.09%
• Year to date: -60.57%
• 1 year: -36.46%
• 5 years: 30.05%
• 10 years: 72.24%
• Sector: Consumer Discretionary
• Industry: Specialty Retail

About: RH is a luxury furniture and lifestyle retailer operating in the $136 billion domestic furniture and home furnishing industry. The firm offers merchandise across many categories including furniture, lighting, textiles, bath, decor, and children and is growing the presence of its hospitality business with 22 restaurant locations, including RH Guesthouse. RH innovates, curates, and integrates products, categories, services, and businesses across channels and brand extensions (RH Modern and Waterworks, for example). RH is fully integrated across channels and is positioned to broaden its addressable market over the next decade by expanding abroad, with its World of RH digital platform (highlighting offerings outside of home furnishings), and with offerings in architecture, media, and more.

Employees: 6,990

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

72% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 8 [Q3] → 12 (+4) [Q4]

24% more capital invested

Capital invested by funds: $5.31B [Q3] → $6.58B (+$1.27B) [Q4]

9% more funds holding

Funds holding: 387 [Q3] → 421 (+34) [Q4]

0.73% more ownership

Funds ownership: 86.11% [Q3] → 86.84% (+0.73%) [Q4]

8% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 137

17% less call options, than puts

Call options by funds: $863M | Put options by funds: $1.04B

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $190 22% upside
• Avg. target: $302 94% upside
• High target: $436 180% upside

14 analyst ratings

• positive: 9 64%
• neutral: 5 36%
• negative: 0 0%

JP Morgan Christopher Horvers 18% 1-year accuracy 5 / 28 met price target	60% upside $250	Overweight Maintained	14 Apr 2025
Stifel W. Andrew Carter 33% 1-year accuracy 12 / 36 met price target	150% upside $390	Buy Maintained	7 Apr 2025
Telsey Advisory Group Cristina Fernandez 20% 1-year accuracy 9 / 46 met price target	80% upside $280	Outperform Maintained	7 Apr 2025
Loop Capital Anthony Chukumba 32% 1-year accuracy 7 / 22 met price target	22% upside $190	Hold Maintained	4 Apr 2025
Wells Fargo Zachary Fadem 34% 1-year accuracy 12 / 35 met price target	93% upside $300	Overweight Maintained	3 Apr 2025